Do you know who would receive the balance in your Retirement Account(s) if you die? Even if you have already named beneficiaries, it’s important to review them regularly.

WHY SHOULD YOU NAME A BENEFICIARY? 

Naming one or more beneficiaries makes the probate process simpler and ensures that your assets are distributed according to your wishes. English and Spanish versions

HOW TO DESIGNATE A BENEFICIARY IN YOUR ACCOUNT

Log in to use the online tools connected
to your account to set up your beneficiary(ies). 
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